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Michael

Jan 2, 2025

Current Sugar Market Report: ICE Sugar No. 5 Shows Modest Recovery at Year-End

Current Sugar Market Report: ICE Sugar No. 5 Shows Modest Recovery at Year-End

Current Sugar Market Report: ICE Sugar No. 5 Shows Modest Recovery at Year-End




"Positive Signals to End the Year: Is the Sugar Market Stabilizing?"

On the final trading day of 2024, sugar prices steadily recovered. Most ICE Sugar No. 5 futures posted moderate gains, offering a glimmer of hope after recent declines. However, long-term market sentiment remains under pressure.




1. Market Developments (As of December 31, 2024)

ICE Sugar No. 5 futures contracts showed an overall positive trend. Closing prices in EUR (based on an exchange rate of 1 USD = 0.92 EUR) are as follows:
  • March 2025: €466.44/t (+0.71%)
  • May 2025: €466.44/t (+0.28%)
  • August 2025: €456.69/t (+0.16%)
  • October 2025: €451.26/t (+0.10%)
  • December 2025: €450.16/t (+0.14%)





2. Observations and Trends

  • Slight Gains: Nearby contracts, such as March and May 2025, recorded the largest percentage increases at +0.71% and +0.28%, respectively.
  • Stabilization: The positive movement may reflect technical corrections and the closing of trading positions at year-end.
  • Market Pressure Persists: Despite the recovery, the market remains burdened by oversupply and weak demand.





3. Developments in the EU Sugar Market

  • Stable EU Prices: EU sugar prices continue to range between €0.50 and €0.52/kg FCA, though the impact of falling world market prices is evident.
  • Planned Price Increases: Some EU sugar producers still aim to implement price hikes in 2025. However, given the global market conditions, this appears ambitious.





4. Recommendations

  • For Traders: Use the stabilization to secure strategic positions in near-term maturities such as March and May 2025.
  • For Producers: Hedging measures remain critical to prepare for potential market declines.
  • For Investors: While short-term gains offer opportunities, caution is advised for long-term investments.





Conclusion

The sugar market shows slight recovery signs at year-end, but the ongoing pressure from oversupply and declining world market prices remains challenging. The announced price increases by EU sugar producers contrast with global market dynamics, making the outlook for the new year intriguing. Market participants should closely monitor developments.
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